Features
Log, budget, and move money without the busywork
The daily loop — what came in, what went out, and where it's budgeted.
Personal Finance's everyday layer covers exactly what you need to manage money day to day: recording transactions, setting a budget per category, transferring between your own accounts, and keeping a record you can export whenever you need it — for a landlord, an accountant, or your own records.
- Transactions
- Category budgets
- Account transfers
- Change-credit tracking
- CSV/PDF export
- 1Transactions and category budgets
- 2Account transfers and change-credit tracking
- 3CSV and PDF export
Transactions and category budgets
Log every transaction against a category — groceries, transport, rent, entertainment — and set a budget per category to see at a glance whether you're on track. The budget view updates automatically as transactions come in, no manual reconciliation required.
Account transfers and change-credit tracking
Move money between your own accounts and wallets with a proper transfer record, not two disconnected transactions. Change-credit tracking keeps small balances — like credit left over from a purchase — accounted for instead of quietly disappearing from your records.
CSV and PDF export
Export your transaction history and budget summaries to CSV or PDF whenever you need a record outside the app — for a loan application, a tax filing, or simply your own archive.